Institutional Ownership Dimensional ETF Tr Dimensional (DFIS)
This table provides information about the institutional ownership of Dimensional ETF Tr Dimensional (DFIS). We have compiled data on the 184 institutions that hold shares in the stock, with a total of 61.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
60,076
shares
|
$1.61 Million
0.07% of portfolio
|
Q2 2024
Added 11.42%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
57,771
shares
|
$1.55 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.73%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
56,735
shares
|
$1.52 Million
0.24% of portfolio
|
Q2 2024
Added 0.18%
|
|
Provident Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
54,335
shares
|
$1.46 Million
0.49% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
51,213
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2023
Added 6.02%
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
51,150
shares
|
$1.37 Million
0.36% of portfolio
|
Q2 2023
Added 6.42%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
50,508
shares
|
$1.35 Million
0.01% of portfolio
|
Q2 2024
Added 4.95%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
50,415
shares
|
$1.35 Million
0.0% of portfolio
|
Q2 2024
Added 13.55%
|
|
Pb Mares Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
46,558
shares
|
$1.25 Million
0.28% of portfolio
|
Q2 2024
Added 12.67%
|
|
E Rn Financial, LLC
|
Jul 18, 2024 Q2 2024 |
45,717
shares
|
$1.22 Million
0.19% of portfolio
|
Q2 2024
Reduced 10.93%
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
45,267
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2024
Added 6.71%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
43,509
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2024
Added 14.3%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
42,909
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2024
Added 56.85%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
38,401
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2024
Added 12.98%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Aug 12, 2024 Q2 2024 |
36,578
shares
|
$979,558
0.54% of portfolio
|
Q2 2024
Added 16.71%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
36,391
shares
|
$974,550
0.06% of portfolio
|
Q2 2024
Added 39.91%
|
|
Maryland Capital Advisors Inc.
|
Jul 25, 2024 Q2 2024 |
34,176
shares
|
$915,233
0.46% of portfolio
|
Q2 2024
Added 0.83%
|
|
Wealthspan Partners, LLC
Davenport, IA |
Jul 19, 2024 Q2 2024 |
33,027
shares
|
$884,463
0.46% of portfolio
|
Q2 2024
Added 7.57%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
32,931
shares
|
$881,892
0.03% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Aug 05, 2024 Q2 2024 |
32,750
shares
|
$877,045
0.2% of portfolio
|
Q4 2022
New holding
|
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
Aug 09, 2024 Q2 2024 |
31,850
shares
|
$852,943
0.84% of portfolio
|
Q2 2024
New holding
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 02, 2024 Q2 2024 |
30,429
shares
|
$814,888
0.31% of portfolio
|
Q2 2024
New holding
|
|
Jackson Thornton Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
29,061
shares
|
$778,253
0.11% of portfolio
|
Q2 2024
New holding
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 12, 2024 Q2 2024 |
26,735
shares
|
$715,963
0.06% of portfolio
|
Q2 2024
Reduced 23.33%
|
|
Colony Family Offices, LLC
|
Aug 02, 2024 Q2 2024 |
26,240
shares
|
$702,707
0.24% of portfolio
|
Q2 2024
Added 32.26%
|